Community Financial Services Group, LLC

Vermont
Registered In
02/28/2002
Incorp. Date

Company Summary

Community Financial Services Group, LLC at 100 Main ST STE 260, Newport, Vt 05855 lists Carrie Gendreau and Cindy S Myhre of Newport, VT as associates.

Registered In
Vermont
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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Joseph P. Preddy Registered Agent
316 N MAIN ST, BARRE, VT 05641
Carrie Gendreau Manager
100 MAIN ST STE 260, NEWPORT, VT 05855
Cindy S Myhre Manager
100 MAIN ST STE 260, NEWPORT, VT 05855
James E Graham Manager
100 MAIN ST, STE 260, NEWPORT
Kathryn M. Austin Manager
100 MAIN ST STE 260, NEWPORT, VT 05855
James G Wheeler Jr Esq Manager
100 MAIN ST, STE 260, NEWPORT
Michael Mclaughlin Manager
100 MAIN ST, STE 260, NEWPORT
Michelle Mcvetty Manager
100 MAIN STREET SUITE 260 PO BOX 120, NEWPORT, VT 05855
Caroline Carpenter Manager
100 MAIN ST # 260, NEWPORT, VT 05855
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100 MAIN ST STE 260, NEWPORT, VT 05855 View Map
PO BOX 120, NEWPORT, VT 05855 (Mailing) View Map

Financial Information for Community Financial Services Group, LLC

Form 5500

COMMUNITY FINANCIAL SERVICES GROUP, LLC

P.O. Box 120 100 Main Street, Suite 260, Newport, Vt 05855 (802) 334-1677 EIN:04-3626312 Plan Admin:Joseph Preddy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 32 Assets BOY/EOY$6,755,370 / $7,885,748 2023 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 28 / 32 $6,755,370 / $7,885,748
2022 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY26 / 29 Assets BOY/EOY$7,183,493 / $6,755,370 2022 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 26 / 29 $7,183,493 / $6,755,370
2021 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY22 / 26 Assets BOY/EOY$5,826,079 / $7,183,493 2021 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 22 / 26 $5,826,079 / $7,183,493
2020 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$4,571,469 / $5,826,079 2020 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 21 / 21 $4,571,469 / $5,826,079
2019 Plan NameCOMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$3,701,387 / $4,571,469 2019 COMMUNITY FINANCIAL SERVICES GROUP, LLC 401(K) PLAN - Plan #001 20 / 21 $3,701,387 / $4,571,469
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Vermont Secretary of State U.S. Department of Labor
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